create_contact
Create Contact
Create a new contact in Magnetic. If a matching contact already exists, the data will be appended to the existing record. A company can be associated with the contact.
Ask your agent in plain language. Each of these maps to a real tool on the server.
create_contact
Create a new contact in Magnetic. If a matching contact already exists, the data will be appended to the existing record. A company can be associated with the contact.
get_notifications
Retrieve notifications from Magnetic. Can fetch all notifications or only new/unread ones.
create_task
Create a new task in Magnetic. Tasks can be assigned to a user, linked to an opportunity/job, and configured with dates, time estimates, and billing settings.
create_opportunity
Create a new opportunity or job in the Magnetic CRM pipeline. Opportunities can be assigned to an owner and linked to a contact and company.
create_contact_record
Create an activity record (log entry) on an existing contact. Use this to track interactions like calls, emails, meetings, and follow-ups.
list_users
Retrieve all users in your Magnetic account. Returns user details including name, email, and role. Useful for looking up user IDs to assign as task owners or opportunity owners.
find_task
Search for tasks by name or description. Returns matching tasks with their details including status, time tracking, and linked opportunity/job.
log_time
Log additional time on an existing task. The specified minutes are added to the task's current tracked time. Useful for recording billable hours against projects.
get_current_user
Retrieve the user associated with the connected Magnetic API token.
list_contacts
Retrieve contacts available to the connected Magnetic user, including their IDs and provider details. Use contact IDs to create opportunities or contact activity records.
list_companies
Retrieve companies available to the connected Magnetic user, including their IDs and provider details. Use company IDs to associate contacts or opportunities with an existing company.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Create contacts and contact activity records, discover existing contacts and companies, and create opportunities or jobs. Create and search tasks, assign owners, and log additional time against tasks. Retrieve the connected user's profile, account users, and notifications.
Common questions about connecting Magnetic to AI agents with Metorial.